Latest Institutional Purchases of Vanguard Financial ETF (VFH)
This list provides information on the latest institutional transactions involving Vanguard Financial ETF (VFH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
700+ 11.94% |
$79.8K - $89.1K
|
6.56K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
676New |
$77.1K - $86.1K
|
676
$86.6K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
671+ 4.88% |
$76.5K - $85.4K
|
14.4K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
641+ 19.04% |
$73.1K - $81.6K
|
4.01K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
593+ 3.2% |
$67.6K - $75.5K
|
19.1K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
578+ 13.38% |
$65.9K - $73.6K
|
4.9K
$628K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
554+ 1.37% |
$63.2K - $70.5K
|
40.9K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
552+ 3.2% |
$63K - $70.3K
|
17.8K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
550+ 2.53% |
$62.7K - $70K
|
22.3K
$2.85M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
550+ 18.19% |
$62.7K - $70K
|
3.57K
$458K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
532+ 1.91% |
$60.7K - $67.7K
|
28.3K
$3.63M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
459+ 6.54% |
$52.4K - $58.4K
|
7.48K
$958K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
431New |
$49.2K - $54.9K
|
431
$55.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
426+ 6.3% |
$48.6K - $54.2K
|
7.19K
$921K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
422New |
$48.1K - $53.7K
|
422
$54.1K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
409+ 22.48% |
$46.7K - $52.1K
|
2.23K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
409+ 4.14% |
$46.7K - $52.1K
|
10.3K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
403New |
$46K - $51.3K
|
403
$51.6K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
396+ 5.02% |
$45.2K - $50.4K
|
8.29K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
392+ 4.89% |
$44.7K - $49.9K
|
8.41K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
383+ 3.83% |
$43.7K - $48.8K
|
10.4K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
370+ 0.23% |
$42.2K - $47.1K
|
163K
$20.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
352+ 9.74% |
$40.2K - $44.8K
|
3.97K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
350New |
$39.9K - $44.6K
|
350
$44.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
350+ 0.74% |
$39.9K - $44.6K
|
47.8K
$6.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
347+ 3.62% |
$39.6K - $44.2K
|
9.94K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
342+ 7.0% |
$39K - $43.6K
|
5.23K
$670K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
336+ 67.47% |
$38.3K - $42.8K
|
834
$107K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
336+ 3.14% |
$38.3K - $42.8K
|
11K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
334+ 22.4% |
$38.1K - $42.5K
|
1.83K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
333+ 0.56% |
$38K - $42.4K
|
59.7K
$7.65M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
323+ 3.49% |
$36.8K - $41.1K
|
9.57K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
304+ 4.62% |
$34.7K - $38.7K
|
6.88K
$881K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
303+ 14.96% |
$34.6K - $38.6K
|
2.33K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
301+ 0.62% |
$34.3K - $38.3K
|
48.5K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
297+ 0.65% |
$33.9K - $37.8K
|
46.1K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
288+ 0.13% |
$32.9K - $36.7K
|
217K
$27.8M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
288New |
$32.9K - $36.7K
|
288
$36.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
282+ 53.61% |
$32.2K - $35.9K
|
808
$104K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
269+ 0.82% |
$30.7K - $34.3K
|
33.3K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
255+ 2.74% |
$29.1K - $32.5K
|
9.57K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
250+ 1.98% |
$28.5K - $31.8K
|
12.9K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
250New |
$28.5K - $31.8K
|
250
$32K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
250+ 4.26% |
$28.5K - $31.8K
|
6.12K
$785K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
235+ 235.0% |
$26.8K - $29.9K
|
335
$42.9K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
229+ 0.76% |
$26.1K - $29.2K
|
30.5K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
228+ 2.14% |
$26K - $29K
|
10.9K
$1.39M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
205+ 2.15% |
$23.4K - $26.1K
|
9.72K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
203+ 4.48% |
$23.2K - $25.9K
|
4.73K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 2.75% |
$22.9K - $25.6K
|
7.5K
$961K
|